Add a contact to a Mailchimp audience when a new lead is created in Close

■Overview

Manually adding lead information managed in Close to Mailchimp is time-consuming and can lead to data entry errors or missed follow-ups. With this workflow, new leads created in Close are automatically added as contacts to a Mailchimp audience. Seamlessly connect Close and Mailchimp to streamline the process from lead generation through nurturing.

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■Who is this template for?

• Marketing teams using Close and Mailchimp who want to reduce the effort of manually entering lead information
• Team leaders who want to quickly add sales-generated leads to their email marketing campaigns
• Anyone who wants to automate data sharing between Close and Mailchimp and focus on higher-value work

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■Benefits of using this template

• Automatically add contacts to Mailchimp when new leads are created in Close, reducing the time spent on manual registration.
• Eliminate manual data entry to help prevent human errors such as incorrect email addresses and missed registrations.

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■How the Flowbot works

1. First, connect Close and Mailchimp to Yoom.
2. Next, select Close as the trigger and set the action to “When a new lead is created.”
3. Then, configure the text extraction feature in an operation to extract names, email addresses, and other details from the lead information retrieved from Close.
4. Finally, configure Mailchimp’s “Add a contact to an audience” action in an operation and map the extracted information.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization options

• In the Mailchimp operation settings, specify the audience ID where you want to add contacts. This lets you automatically add contact information to a specific list.

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■Notes

• Connect both Close and Mailchimp to Yoom.